Tianfeng: The industrial control sector is expected to recover across the Industry by 2025, with a Bullish outlook on investment opportunities in the Consumer, overseas expansion, and humanoid Siasun Robot&Automation fields.

In 2024, domestic Orders and inventory in the industrial control sector are at relatively low historical levels, and a recovery across the Industry is expected in 2025.

Zhitong FinanceFeb 14 10:25

Shenzhen Megmeet Electrical (002851): Multipolar balance helps sustain performance growth, and AI power supply is expected to contribute new momentum for growth.

Relying on three core technology platforms, continuously promoting diversified and orderly layouts. The company is based on Electrical Utilities electronic and related control technologies, focusing on the conversion, automation control, and application of electric power. It has established a power conversion Hardware technology platform, and a digital power control technology.

HAITONG SECFeb 3 13:17

GTJA: The demand for AI Servers is high, driving the upward performance of domestic liquid cooling, power supply, connectors, and Copper cable manufacturers.

Domestic Copper cable manufacturers are leading in layout, having entered the supply chains of major international and domestic clients, and will fully benefit in the future.

Zhitong FinanceJan 19 20:14

China Securities Co.,Ltd.: The surge in AI electricity usage signals the start of a new journey for the power Industry Chain.

The demand for intelligent computing will drive the demand for new data centers, with Electrical Utilities equipment and temperature control equipment being the two segments that hold a relatively high value in the construction of IDC data centers.

Zhitong FinanceJan 16 10:31

Shenzhen Megmeet Electrical (002851.SZ): The company currently has no UPS related products.

On January 14th, Gelonghui reported that Shenzhen Megmeet Electrical (002851.SZ) stated on the investor interaction platform that the company is a one-stop solution provider for Hardware and Software research and development, production, sales, and services in the Electrical Utilities automation field, offering ODM/JDM services for large clients in domestic and foreign Industries. The company currently does not have any UPS-related products.

Gelonghui FinanceJan 14 17:05

Hongfa Technology (600885.SH): will supply Shenzhen Megmeet Electrical with a variety of Relays including those for the New energy Fund.

On December 31st, Gelonghui reported that Hongfa Technology (600885.SH) stated on the investor interaction platform that the company supplies a variety of Relays, including those related to Shenzhen Megmeet Electrical and New energy Fund.

Gelonghui FinanceDec 31, 2024 17:08